Business Details
We are a certified tax planning firm led by a Certified Tax Planner and backed by the Main Street Tax Professionals network founded by tax attorney and CPA Mark J. Kohler. Our practice specializes in proactive, year-round tax strategy for high-income professionals with complex financial lives. We integrate W-2 income, equity compensation, investments, real estate, business interests, and global assets into one coordinated tax plan. Our team serves technology professionals, high-income earners, expatriates, real estate investors, and business owners across diverse financial situations. We bring over a decade of combined experience in advanced tax planning, entity structuring, and multi-jurisdictional compliance. Our certified planners hold credentials from recognized tax professional organizations ensuring authoritative guidance.
We solve the problem of fragmented advice by connecting every moving part of your financial picture before year-end deadlines. Our process moves clients from discovery through planning to timely action, reducing surprises and increasing investable cash flow. We maintain rigorous professional standards through continuous education and adherence to the Main Street Tax Professionals methodology. Our commitment to client satisfaction is measured by clearer financial decisions, greater tax efficiency, and long-term wealth building outcomes. We deliver transparent, decision-ready financial records that support confident management and compliant reporting. Our advisory extends beyond filing to include entity formation, nonprofit setup, and ongoing business tax strategy.
We solve the problem of fragmented advice by connecting every moving part of your financial picture before year-end deadlines. Our process moves clients from discovery through planning to timely action, reducing surprises and increasing investable cash flow. We maintain rigorous professional standards through continuous education and adherence to the Main Street Tax Professionals methodology. Our commitment to client satisfaction is measured by clearer financial decisions, greater tax efficiency, and long-term wealth building outcomes. We deliver transparent, decision-ready financial records that support confident management and compliant reporting. Our advisory extends beyond filing to include entity formation, nonprofit setup, and ongoing business tax strategy.
Highlights and features
- We are led by a Certified Tax Planner.
- Our network was founded by tax attorney Mark Kohler.
- We integrate equity, investments, real estate, and global assets.
- Our year-round process eliminates last-minute surprises for clients.
- We deliver coordinated compliance across multiple financial jurisdictions.
Services
Tax Planning & Strategy
Our year-round tax planning coordinates W-2 income, equity compensation, investments, real estate, and global assets into a single strategy. We serve technology professionals, high-income earners, expatriates, and business owners seeking proactive efficiency. The service reduces surprises, increases investable cash flow, and supports long-term wealth building through connected decisions.
Tax Preparation
Our tax preparation files individual and business returns informed by the full financial picture rather than isolated transactions. We ensure compliance while leveraging planning insights from equity, investments, and entity structures. This integrated approach aligns filing outcomes with your year-round strategy for maximum efficiency.
Accounting & Bookkeeping
Our accounting and bookkeeping delivers accurate, decision-ready financial records that support compliance, planning, and confident business management. We maintain organized ledgers for rental properties, consulting income, and entity structures throughout the year. These records feed directly into tax strategy to optimize deductions and estimated payments.
Entity Formation & Structuring
Our entity formation and structuring selects, forms, and restructures business entities aligned with tax and operational goals. We advise on compensation, retirement plans, and ownership structures for consultants, investors, and business owners. Thoughtful entity decisions reduce liability, optimize taxation, and support scalable growth across jurisdictions.
Business Tax Strategy & Advisory
Our business tax strategy provides ongoing guidance on cash flow, profitability, compensation, retirement plans, and growth decisions. We serve business owners navigating consulting income, entity obligations, and multi-state compliance requirements. Continuous advisory ensures tax obligations are met while maximizing reinvestment capacity and long-term value.
